lead menu

nquiry menu

docs/implementation/task-d31-leads-enquiries-navigation-separation.md

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+# Task D3.1: Leads / Enquiries Navigation Separation
+
+## Files Added
+
+- `src/app/dashboard/crm/leads/page.tsx`
+- `src/app/dashboard/crm/leads/[id]/page.tsx`
+- `docs/implementation/task-d31-leads-enquiries-navigation-separation.md`
+
+## Files Modified
+
+- `src/config/nav-config.ts`
+- `src/lib/auth/rbac.ts`
+- `src/app/dashboard/crm/enquiries/page.tsx`
+- `src/app/dashboard/crm/enquiries/[id]/page.tsx`
+- `src/app/api/crm/enquiries/route.ts`
+- `src/features/crm/dashboard/components/dashboard-summary-cards.tsx`
+- `src/features/crm/enquiries/api/types.ts`
+- `src/features/crm/enquiries/api/service.ts`
+- `src/features/crm/enquiries/api/mutations.ts`
+- `src/features/crm/enquiries/components/enquiry-listing.tsx`
+- `src/features/crm/enquiries/components/enquiries-table.tsx`
+- `src/features/crm/enquiries/components/enquiry-columns.tsx`
+- `src/features/crm/enquiries/components/enquiry-cell-action.tsx`
+- `src/features/crm/enquiries/components/enquiry-form-sheet.tsx`
+- `src/features/crm/enquiries/components/enquiry-detail.tsx`
+- `src/features/crm/enquiries/server/service.ts`
+- `docs/adr/0011-lead-enquiry-ownership-model.md`
+
+## Navigation Changes
+
+- Split the combined CRM workspace into `Leads` and `Enquiries`.
+- Kept a single shared feature module by reusing `src/features/crm/enquiries/**`.
+
+## Route Changes
+
+- Added `/dashboard/crm/leads`
+- Added `/dashboard/crm/leads/[id]`
+- Reused the same list/detail backend and scoped each page with `pipelineStage`
+- Redirected lead detail to enquiry detail when the record has already moved past the `lead` stage
+
+## Permission Changes
+
+- Added:
+  - `crm.lead.read`
+  - `crm.lead.create`
+  - `crm.lead.update`
+  - `crm.lead.assign`
+  - `crm.lead.delete`
+- Mapped `marketing` to lead-centric permissions
+- Kept `sales` on enquiry-centric permissions
+- Gave manager roles both lead and enquiry capabilities
+
+## Query Invalidation Added
+
+- CRM enquiry mutations now invalidate lead/enquiry list queries, detail queries, follow-up queries, and CRM dashboard KPI queries.
+- Assigned leads now disappear from the Leads workspace and appear in the Enquiries workspace without manual refresh.
+
+## Dashboard Changes
+
+- Lead KPI card links to `/dashboard/crm/leads`
+- Enquiry KPI card links to `/dashboard/crm/enquiries`
+- List filtering now accepts `pipelineStage` for workspace drill-down
+
+## ADR Updates
+
+- Added a `Navigation Separation` section to ADR 0011
+- Clarified that lead/enquiry are UX workspaces, not separate persisted entities
+
+## Remaining Risks
+
+- Shared route handlers still live under the enquiry API namespace by design, so the lead workspace depends on the shared `crm_enquiries` backend contract.
+- Manager permission breadth may need later refinement if `department_manager` and `top_manager` should diverge.